BARR E S & CO Diversified Active

CIK: 0001040210 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $1,499,678 (100.0% shares, 0.0% debt)

Holdings (111)

BRK/B BERKSHIRE HATHAWAY B 12.0%
Value ($000) $179,865 Shares 601,554 Est. Cost $113.53 Unrealized +152.3%
MKL MARKEL CORP COM 6.2%
Value ($000) $92,717 Shares 75,135 Est. Cost $613.36 Unrealized +105.7%
ALPHABET INC SHS CL C 5.7%
Value ($000) $85,393 Shares 29,511 Est. Cost $846.57 Unrealized
BLACKSTONE INC 5.3%
Value ($000) $79,235 Shares 612,377 Est. Cost $44.42 Unrealized
GOLDMAN SACHS INC 5.0%
Value ($000) $74,916 Shares 195,834 Est. Cost $166.81 Unrealized
MCO MOODY'S CORP 4.3%
Value ($000) $64,749 Shares 165,776 Est. Cost $144.57 Unrealized +157.5%
NKE NIKE INC CL B 4.0%
Value ($000) $59,972 Shares 359,827 Est. Cost $58.06 Unrealized +166.2%
HOMB HOME BANCSHARES INC 4.0%
Value ($000) $59,328 Shares 2,436,465 Est. Cost $22.08 Unrealized +11.5%
AMZN AMAZON.COM INC 3.1%
Value ($000) $47,091 Shares 14,123 Est. Cost $38.21 Unrealized +347.9%
SCHW SCHWAB CHARLES CORP 3.1%
Value ($000) $46,956 Shares 558,340 Est. Cost $40.37 Unrealized +89.5%
EL ESTEE LAUDER INC 3.1%
Value ($000) $46,675 Shares 126,080 Est. Cost $75.96 Unrealized +318.3%
BROOKFIELD ASSET MGMT 3.0%
Value ($000) $45,232 Shares 749,124 Est. Cost $35.60 Unrealized
ALPHABET INC SHS CL A 2.6%
Value ($000) $39,634 Shares 13,681 Est. Cost $777.99 Unrealized
JPMORGAN CHASE & CO 2.5%
Value ($000) $37,863 Shares 239,111 Est. Cost $74.28 Unrealized
JNJ JOHNSON AND JOHNSON 2.5%
Value ($000) $37,657 Shares 220,126 Est. Cost $66.42 Unrealized +118.4%
AAPL APPLE INC 2.5%
Value ($000) $37,062 Shares 208,717 Est. Cost $86.05 Unrealized +79.8%
KMX CARMAX INC 2.4%
Value ($000) $35,583 Shares 273,232 Est. Cost $54.29 Unrealized +157.9%
DIS WALT DISNEY CO 2.3%
Value ($000) $34,360 Shares 221,833 Est. Cost $114.69 Unrealized +37.6%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 2.1%
Value ($000) $31,327 Shares 176,269 Est. Cost $161.97 Unrealized +7.6%
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $30,202 Shares 184,609 Est. Cost $61.68 Unrealized +162.3%
T ROWE PRICE GROUP INC 1.9%
Value ($000) $28,162 Shares 143,217 Est. Cost $90.01 Unrealized
AMERICAN TOWER CORP 1.8%
Value ($000) $27,475 Shares 93,933 Est. Cost $191.27 Unrealized
CHTR CHARTER COMMUNICATIONS 1.7%
Value ($000) $24,773 Shares 37,997 Est. Cost $674.07 Unrealized +1.0%
PEP PEPSICO INC 1.5%
Value ($000) $22,852 Shares 131,550 Est. Cost $56.00 Unrealized +156.2%
DOUGLAS EMMETT INC 1.4%
Value ($000) $21,679 Shares 647,138 Est. Cost $27.13 Unrealized
MASTERCARD INC 1.3%
Value ($000) $19,849 Shares 55,240 Est. Cost $241.45 Unrealized
PACWEST BANCORP 1.1%
Value ($000) $17,222 Shares 381,274 Est. Cost $29.73 Unrealized
BKNG BOOKING HOLDING INC 1.0%
Value ($000) $15,264 Shares 6,362 Est. Cost $1762.76 Unrealized +32.3%
BRK/A BERKSHIRE HATHAWAY A 1.0%
Value ($000) $14,421 Shares 32 Est. Cost $165023.42 Unrealized +161.7%
O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $12,242 Shares 17,335 Est. Cost $245.04 Unrealized
WYNN WYNN RESORTS LTD 0.7%
Value ($000) $10,226 Shares 120,254 Est. Cost $108.05 Unrealized -20.3%
DIAMOND HILL INVT CL A 0.6%
Value ($000) $9,610 Shares 49,475 Est. Cost $173.20 Unrealized
SIRIUS XM RADIO INC 0.6%
Value ($000) $8,755 Shares 1,378,668 Est. Cost $5.87 Unrealized
VNO VORNADO REALTY TRUST 0.5%
Value ($000) $7,684 Shares 183,557 Est. Cost $70.87 Unrealized
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $5,745 Shares 16,469 Est. Cost $167.26 Unrealized +84.2%
SPDR S&P 500 ETF 0.4%
Value ($000) $5,679 Shares 11,958 Est. Cost $318.74 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $5,374 Shares 15,261 Est. Cost $232.32 Unrealized +34.0%
WFC WELLS FARGO & CO 0.4%
Value ($000) $5,354 Shares 111,594 Est. Cost $29.19 Unrealized +52.1%
COSTCO WHOLESALE CO 0.4%
Value ($000) $5,280 Shares 9,301 Est. Cost $295.98 Unrealized
LYV LIVE NATION ENTMT 0.3%
Value ($000) $4,837 Shares 40,411 Est. Cost $46.15 Unrealized +133.5%
PG PROCTER & GAMBLE 0.3%
Value ($000) $4,609 Shares 28,175 Est. Cost $58.14 Unrealized +130.7%
MSFT MICROSOFT CORP 0.3%
Value ($000) $4,209 Shares 12,516 Est. Cost $98.52 Unrealized +218.1%
GAMING & LEISURE INC 0.3%
Value ($000) $3,938 Shares 80,922 Est. Cost $38.11 Unrealized
CHDN CHURCHILL DOWNS 0.2%
Value ($000) $3,523 Shares 14,625 Est. Cost $37.59 Unrealized +210.9%
PERSHING SQUARE TONTINE HLDGS 0.2%
Value ($000) $2,544 Shares 129,005 Est. Cost $19.93 Unrealized
SBCF SEACOAST BK CORP FLA 0.2%
Value ($000) $2,465 Shares 69,650 Est. Cost $17.50 Unrealized +104.6%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $2,462 Shares 2,330 Est. Cost $124.97 Unrealized +168.4%
KO COCA COLA COM 0.2%
Value ($000) $2,326 Shares 39,291 Est. Cost $31.76 Unrealized +54.8%
KKR KKR & CO 0.2%
Value ($000) $2,271 Shares 30,480 Est. Cost $22.05 Unrealized +223.0%
EXXON MOBIL CORP 0.1%
Value ($000) $2,086 Shares 34,097 Est. Cost $87.40 Unrealized
MCD MC DONALDS CORP 0.1%
Value ($000) $1,918 Shares 7,156 Est. Cost $90.39 Unrealized +154.0%
PNC PNC FINANCIAL SRVCS 0.1%
Value ($000) $1,502 Shares 7,492 Est. Cost $53.05 Unrealized +228.5%
INTU INTUIT 0.1%
Value ($000) $1,228 Shares 1,909 Est. Cost $71.66 Unrealized +739.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,163 Shares 4,212 Est. Cost $138.78 Unrealized +75.7%
ALTICE USA INC 0.1%
Value ($000) $1,046 Shares 64,675 Est. Cost $20.72 Unrealized
UPS UNITED PARCEL SRVC CL B 0.1%
Value ($000) $981 Shares 4,577 Est. Cost $55.65 Unrealized +202.9%
WMT WAL-MART STORES INC 0.1%
Value ($000) $943 Shares 6,515 Est. Cost $38.50 Unrealized +17.4%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $938 Shares 7,989 Est. Cost $75.90 Unrealized +26.6%
FACEBOOK INC CL A 0.1%
Value ($000) $934 Shares 2,777 Est. Cost $172.53 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $907 Shares 15,356 Est. Cost $21.97 Unrealized +83.1%
SYBT STOCK YARD BANCORP INC 0.1%
Value ($000) $833 Shares 13,043 Est. Cost $51.64 Unrealized +21.8%
WINTRUST FINANCIAL 0.1%
Value ($000) $833 Shares 9,175 Est. Cost $48.66 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $800 Shares 1,927 Est. Cost $194.57 Unrealized +76.4%
NVIDIA CORP 0.1%
Value ($000) $771 Shares 2,621 Est. Cost $275.63 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $758 Shares 5,389 Est. Cost $51.90 Unrealized +128.7%
ABBVIE INC 0.0%
Value ($000) $725 Shares 5,351 Est. Cost $62.58 Unrealized
XMTR XOMETRY INC CL A 0.0%
Value ($000) $720 Shares 14,048 Est. Cost $51.43 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $699 Shares 7,363 Est. Cost $60.27 Unrealized +26.6%
HUM HUMANA INC 0.0%
Value ($000) $688 Shares 1,483 Est. Cost $110.34 Unrealized +285.0%
V VISA INC COM CLASS A 0.0%
Value ($000) $637 Shares 2,939 Est. Cost $140.44 Unrealized +48.2%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $579 Shares 8,738 Est. Cost $32.30 Unrealized +71.3%
VZ VERIZON COMM INC 0.0%
Value ($000) $558 Shares 10,736 Est. Cost $43.02 Unrealized -6.1%
MERCK & CO INC 0.0%
Value ($000) $504 Shares 6,575 Est. Cost $56.29 Unrealized
SUN SUNOCO LP 0.0%
Value ($000) $470 Shares 11,500 Est. Cost $40.87 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $418 Shares 7,448 Est. Cost $23.83 Unrealized +104.9%
ACCENTURE PLC 0.0%
Value ($000) $394 Shares 950 Est. Cost $265.21 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $377 Shares 850 Est. Cost $54.66 Unrealized +89.8%
UNP UNION PAC CORP 0.0%
Value ($000) $364 Shares 1,446 Est. Cost $151.47 Unrealized +41.9%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $346 Shares 1,786 Est. Cost $135.95 Unrealized +20.3%
RTX RAYTHEON TECH CORP 0.0%
Value ($000) $341 Shares 3,967 Est. Cost $72.93 Unrealized +8.8%
ADP AUTOMATIC DATA PROCESS 0.0%
Value ($000) $335 Shares 1,360 Est. Cost $150.31 Unrealized +37.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $321 Shares 3,454 Est. Cost $80.53 Unrealized +7.4%
INTC INTEL CORP 0.0%
Value ($000) $317 Shares 6,152 Est. Cost $53.44 Unrealized -11.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $304 Shares 1,232 Est. Cost $142.90 Unrealized +47.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $297 Shares 1,435 Est. Cost $186.69 Unrealized 0.0%
ALTRIA GROUP INC 0.0%
Value ($000) $294 Shares 6,198 Est. Cost $50.09 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $288 Shares 2,461 Est. Cost $68.48 Unrealized +49.3%
3M COMPANY 0.0%
Value ($000) $288 Shares 1,623 Est. Cost $193.06 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $272 Shares 4,367 Est. Cost $53.89 Unrealized -8.6%
COMCAST CORP CLASS A 0.0%
Value ($000) $268 Shares 5,320 Est. Cost $54.12 Unrealized
SHOPIFY INC 0.0%
Value ($000) $265 Shares 192 Est. Cost $1137.91 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $259 Shares 1,000 Est. Cost $252.00 Unrealized
AT & T CORP NEW 0.0%
Value ($000) $257 Shares 10,429 Est. Cost $29.75 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $247 Shares 983 Est. Cost $188.46 Unrealized +18.6%
BA BOEING CO 0.0%
Value ($000) $246 Shares 1,222 Est. Cost $157.00 Unrealized +34.6%
BROADCOM LTD F 0.0%
Value ($000) $245 Shares 368 Est. Cost $665.76 Unrealized
RWWI RAND WORLDWIDE INC 0.0%
Value ($000) $234 Shares 14,000 Est. Cost $12.41 Unrealized +31.5%
CSX CSX CORP 0.0%
Value ($000) $230 Shares 6,129 Est. Cost $33.29 Unrealized 0.0%
ADOBE SYS 0.0%
Value ($000) $230 Shares 405 Est. Cost $584.95 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $222 Shares 10,110 Est. Cost $21.96 Unrealized
ASH ASHLAND GLOBAL HOLDI 0.0%
Value ($000) $215 Shares 2,000 Est. Cost $92.92 Unrealized 0.0%
TARGET CORPORATION 0.0%
Value ($000) $214 Shares 925 Est. Cost $241.95 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $214 Shares 1,500 Est. Cost $115.26 Unrealized 0.0%
BAX BAXTER INTL 0.0%
Value ($000) $210 Shares 2,450 Est. Cost $73.17 Unrealized 0.0%
CLX CLOROX 0.0%
Value ($000) $207 Shares 1,190 Est. Cost $145.62 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $205 Shares 1,475 Est. Cost $118.20 Unrealized 0.0%
VVV VALVOLINE INC 0.0%
Value ($000) $205 Shares 5,490 Est. Cost $34.88 Unrealized 0.0%
ANNALY CAP MGMT INC 0.0%
Value ($000) $195 Shares 25,000 Est. Cost $11.87 Unrealized
CASCADE ACQUISITION CORP 0.0%
Value ($000) $189 Shares 19,000 Est. Cost $9.84 Unrealized
EATON VANCE T/M BUY-WRT OPPS 0.0%
Value ($000) $167 Shares 10,000 Est. Cost $15.77 Unrealized
MVIS MICROVISION INC WASH 0.0%
Value ($000) $130 Shares 26,000 Est. Cost $2.73 Unrealized +191.6%